Lemonade, Inc.
LMND- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001691421
In the last 90 days, Lemonade, Inc. insiders filed 0 open-market purchases and 6 sales; 339 institutions reported holding it in 13F filings for Q2 2026, worth $2.92B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Lemonade, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 216
- −4 vs. Q4 2022
- Shares held
- 36.0M
- +271.5K (+0.8%) vs. Q4 2022
- Total value
- $513.2M
- +$24.5M (+5.0%) vs. Q4 2022
- New holders
- 30
- 63 more added
- Sold out
- 34
- 52 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LMND on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 339 | $2.92B |
| Q1 2026 | 346 | $2.70B |
| Q4 2025 | 354 | $3.16B |
| Q3 2025 | 300 | $2.36B |
| Q2 2025 | 277 | $1.97B |
| Q1 2025 | 250 | $1.38B |
| Q4 2024 | 269 | $1.60B |
| Q3 2024 | 224 | $677.2M |
| Q2 2024 | 214 | $686.1M |
| Q1 2024 | 205 | $656.0M |
| Q4 2023 | 216 | $627.5M |
| Q3 2023 | 203 | $435.7M |
| Q2 2023 | 220 | $639.3M |
| Q1 2023 | 216 | $513.2M |
| Q4 2022 | 225 | $494.9M |
| Q3 2022 | 229 | $739.4M |
| Q2 2022 | 216 | $606.8M |
| Q1 2022 | 237 | $876.3M |
| Q4 2021 | 266 | $1.54B |
| Q3 2021 | 289 | $2.37B |
| Q2 2021 | 315 | $3.58B |
| Q1 2021 | 302 | $2.94B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 281,404 | $4.01M | 0.00% | −145,988−34.2% | Reduced |
| Capital Fund Management S.A. | 294,964 | $4.21M | 0.08% | −505−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 341,951 | $4.88M | 0.00% | +5,721+1.7% | Added |
| Point72 Asset Management, L.P. | 365,276 | $5.21M | 0.02% | +365,276 | New |
| Northern Trust Corp | 409,899 | $5.85M | 0.00% | −5,177−1.2% | Reduced |
| Millennium Management LLC | 536,133 | $7.64M | 0.01% | −198,699−27.0% | Reduced |
| Morgan Stanley | 685,371 | $9.77M | 0.00% | +197,166+40.4% | Added |
| General Catalyst Group Management, LLC | 806,722 | $11.5M | 1.19% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 869,104 | $12.4M | 0.00% | +23,107+2.7% | Added |
| State Street Corp | 930,651 | $13.3M | 0.00% | +19,107+2.1% | Added |
| Citadel Advisors LLC | 1,206,245 | $17.2M | 0.02% | +473,402+64.6% | Added |
| BlackRock Inc. | 3,443,938 | $49.1M | 0.00% | +158,038+4.8% | Added |
| Vanguard Group Inc | 4,610,182 | $65.7M | 0.00% | +86,439+1.9% | Added |
| Baillie Gifford & Co | 5,043,485 | $71.9M | 0.06% | +152,281+3.1% | Added |
| Softbank Group Corp | 11,983,384 | $170.9M | 2.20% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | – | – | −84−81.6% | Reduced |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −153,058−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −151,320−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −101,300−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −83,105−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −76,342−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −46,152−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −38,141−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −31,931−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −27,932−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −25,338−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −25,210−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −24,737−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,046−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −17,060−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −12,856−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,815−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,827−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,897−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −4,013−100.0% | Sold out |
| Hudson Structured Capital Management Ltd. | – | – | – | – | Not filed |
| Titleist Asset Management, Ltd. | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |
| Cribstone Capital Management, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |